Wealth Management Administrator

Openwork Limited; Metropolitan Borough of Solihull; On-site; GBP 24,000 - 30,000; Full time

Benefits offered by this job

Free on-site parking

Professional development support

Progression into Paraplanning

Job summary

Atwal Wealth Management in Solihull is seeking an experienced Administrator to own end-to-end case progression, annual review packs, and proactive provider liaison. The role offers a clear path toward paraplanning, with a focus on compliance, CRM usage, and seamless client service.

The ideal candidate has proven wealth management administration experience, familiarity with provider portals and wrap platforms, and the ability to thrive in a fast-paced, detail-oriented environment.

Qualifications

• Proven administrative experience specifically within Wealth Management, Financial Planning or Mortgages.
• Familiarity with provider portals, wrap platforms, pensions and investment products.
• Experience with wealth management CRM systems.
• Direct experience with The Openwork Partnership network is highly desirable but not essential.

Responsibilities

• End-to-End Case Ownership: manage progression from initiation to compliant completion.
• Annual Review Preparation: collate annual client review packs and verify valuation data.
• Diligent Provider Chasing: chase LOAs, fund valuations and policy schedules.
• Compliance & Systems: maintain file hygiene and records per compliance standards.
• Internal Coordination: support advisers and Operations Lead by handling admin tasks.
• Office-based in Solihull: commute to B91 five days a week.

Skills

Wealth management admin

Tools

Provider portals

Wrap platforms

Pensions

Investment products

Job description

Salary: £24,420 - £30,000 per year (Full-Time)

About the Role

We are Atwal Wealth Management, a fast-growing wealth management practice based in Solihull. We operate a highly efficient, tech-forward front office, and due to growth we are currently facing a bottleneck in our downstream administrative execution. This role is not suited to someone new to the industry.

We need a highly experienced, proactive Administrator (with the potential to step into paraplanning) who can hit the ground running. You will take full ownership of case progression, annual review preparation, and proactive provider liaison to ensure our pipeline moves seamlessly.

Core Responsibilities

• End-to-End Case Ownership: Manage the progression of wealth management cases from initiation to compliant completion.
• Annual Review Preparation: Take the lead on collating comprehensive annual client review packs and checking valuation data against client holdings.
• Diligent Provider Chasing: Proactively and repeatedly chase product providers and wrap platforms for Letters of Authority (LOAs), fund valuations, and policy schedules.
• Compliance & Systems: Maintain pristine file hygiene and accurate records in line with strict network compliance standards.
• Internal Coordination: Act as the operational backbone for the firm, taking full ownership of administrative tasks so the Advisers and Operations Lead can focus on clients.
• Experience: Proven administrative experience specifically within Wealth Management, Financial Planning or Mortgages. (Generic administrative experience is not sufficient for this role).
• Technical Knowledge: Familiarity with provider portals, wrap platforms, pensions, and investment products.
• Systems: Experience with wealth management CRM systems. Direct experience with The Openwork Partnership network and systems is highly desirable but not essential.
• Working Style: Highly organised, detail-focused, and comfortable working under pressure in a fast-paced environment where priorities shift.
• Location: This role is strictly 100% office-based in Solihull. Candidates must be able to commute comfortably to B91 five days a week.

What Success Looks Like

• Cases do not sit idle; bottlenecks are identified and cleared proactively.
• Providers are chased consistently and effectively without needing prompting.
• The Operations Lead and Advisers are entirely freed from chasing operational and administrative tasks.

Benefits & Application

• Benefits: Free on-site parking, professional development support, and the opportunity to progress into Paraplanning.